​Yes you can! Maybe you’ve had an employee quit and you’d like to reassign their uncompleted activities to their replacement or perhaps an employee will be on a leave of absence and you’d like to assign their current activities to someone else in the interim. No problem – just follow the procedure below (we highly recommend backing up your Act! database before you begin).

1. Login to Act! as the user you wish to reassign the activities to.

2. Click Task List in the left hand navigation menu and filter the task list to the activities you wish to reassign to the new user. You can filter by the time the activity is due (past, future, today etc.), activity type, activity priority, and by which user the task is assigned to.

3. Once you have the activity list filtered, select all the activities in the list by clicking CTRL + A.

4. Copy all the activities by clicking CTRL+ C.

5. Paste all the activities by clicking CTRL + V.

​You now have a copy of each of the activities originally scheduled by the old user, with the Scheduled For and Scheduled By now set as the new user. The next steps will delete the original versions of the activities originally scheduled for the old user.

6. Filter the task list to the activities originally scheduled for the old user that you are reassigning.

You can ensure you have done the process correctly by clearing any task list filers, and ensuring all users are selected, then checking the All Dates list total at the very bottom. This should be the same before and after the process.

Does your business experience summer slowdown? If you’ve got time between vacation days, you might want to use the season’s relaxed pace to work on projects that will help your business run more efficiently all year long. Setting up the new Favorite Contacts function in Act! v18.1 is a great summer project that helps you easily keep track of the contacts you communicate with the most.

The Favorite field has been added to the default Contact Layout as a checkbox

A new Favorite column is present in the Contact List View and Contact tabs

A Favorite Lookup is included, which can also be set as the default lookup in conjunction with setting the Contact List View as the Startup View

The Favorites field is automatically available in the 1366x768 layout in all new Act! databases, however it must be added to the layout for all users who use the 1024x768 layout or in all databases that have upgraded to Act! v18.1 from a previous version. In order to add Favorite Contacts to your layout, follow the steps below:

Kristi Smith Consulting | (847) 520-0860 | info@kristismith.com

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